PROFESSIONAL

SUMMARY

ACCOMPLISHMENTS

Kathryn Nance

Roscoe, IL 61073 815-***-**** adwv65@r.postjobfree.com

Focused on conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level tax position. Ready to help team achieve company goals. Focused on conducting face-to-face tax interviews.

History of going above and beyond to exceed expectations.

•Working with clients to prepare individual tax, gift tax and estate tax returns.

SKILLS

• Account Reconciliation

•Tax Accounting

•IRS Correspondence

•Local, State and Federal Tax

Returns

Verbal Communication

• Electronic Filing Software

•Document Preparation

•Virtual Tax Interviews

•Tax Documentation

•Data Inputting

•Due Diligence

WORK HISTORY

TAX PREPARATION SPECIALIST

Jackson Hewitt I 3326 11th Street

11/2022 to 04/2023

•Collaborated with clients to answer questions and provide advice on tax matters.

•Contacted IRS or other relevant government organizations on behalf of

client to address issues related to tax self-preparation.

•Communicated with clients regarding tax situations, providing guidance on financial decisions.

•Maintained compliance by adhering to current tax laws and regulations.

•Offered clients recommendations to reduce tax liabilities.

•Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.

•Utilized tax software to prepare returns and meet deadlines.

DATA ENTRY CLERK 04/2022 to 11/2022

Auburn Medical Vet I 2515 Auburn Street

•Entered data into various computer systems accurately using Microsoft Office Suite.

•Developed data entry policies and procedures in compliance with

company standards.

•Created spreadsheets for more efficient recordkeeping.

•Communicated with supervisors and colleagues to process data quickly and resolve discrepancies.

•Conducted audits of existing data entry processes.

•Completed data entry tasks with accuracy and efficiency.

•Followed data entry protocols, rules and regulations.

•Verified accuracy of data entered into system to produce error-free reports.

TAX PREPARER 01/2021 to 05/2021

Cole Tax Services I Belvidere, IL

•Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.

•Calculated estimated tax payments for clients.

•Researched complex tax issues utilizing online resources and professional tax software.

•Analyzed financial records to verify accuracy of tax returns.

•Assessed client tax situations to determine the best filing options.

•Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

OFFICE MANAGER

IPC I Rockford, IL

02/2000 to 09/2011

•Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.

•Created, maintained and updated filing systems for paper and electronic.

documents.

•Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

•Updated reports, managed accounts, and generated reports for company

database.

•Maintained computer and physical filing systems.

•Managed compliance to keep organization operating within legal and regulatory guidelines.

EDUCATION

No Degree I Business Manager Course

Rock Valley College, Rockford, IL

2023

No Degree I Business Budgeting

Rock Valley College, Rockford, IL

2023

Associate of Applied Science

In Accounting and Business Management 2016

Rock Valley College, Rockford, IL

•3.8 GPA

CERTIFICATIONS

•Receiving 17 certifications while working for Jackson Hewitt.

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